Distribution

Hello,We’re trying to process a Credit Return where some of the returned product goes back into inventory, while the rest is damaged and should not be restocked.What is the recommended process in Acumatica to return only part of the product to inventory and exclude the damaged portion? Is there a way to split the quantity between what’s restocked and what’s written off, all within in the same return?Thanks in advance for your help!

Is there an option in Acumatica to create a credit memo directly from the Sales Order screen using a Credit Memo order type or other suitable order type without generating any inventory transactions?The customer prefers not to use the Invoice screen, as they want the credit memo to reflect the exact customer pricing. Their goal is to issue a credit memo without affecting inventory.

We use a Sales Order Type with Automation Behavior = ‘Quote’ for quoting Parts and Service inquiries.  We would like to start using this functionality for quoting used product that we take in on trade.  These used products have many Lot/Serial Attributes (we use the GitHub customization) that define Year, Make, Model, VIN, Color, Specs, etc. that we would like to display on the Printed Quote for the customer.  However, it appears you cannot allocate a serial number to a Sales Order with Automation Behavior ‘Quote’ (in order to get those attributes to display on the Printed Quote, you would have to allocate the serial number to the document first).  You can only allocate to Sales Orders with Automation Behavior ‘Sales Order’ based on my testing.  Does anyone have a creative solution?

We have a business event which sends a notification to the Purchase Order Approver.We want the owner of the PO to be notified also. Which screen field should be used so that the PO owners email can be copied in the CC field on the email template? Regards

HI All,I have read the help topic from Acumatica system and read Processing Return for Credit Without Receipt (below link) mention “return without receipt and shipment’.https://aneximports.acumatica.com/(W(44))/Help?CompanyID=Anex+Select+Imports+Ltd.&ScreenId=ShowWiki&pageid=7251c08c-2dc9-4c25-9193-6bb81568e541I read through the whole document and the only suggestion is to turn off “Automatically Release IN Documents” in Sales Orders Preferences so it don’t issue automatically. This is a very tedious solution as I understand it as for all Sales Orders will now need to manually be issue, which will cause a lot more work then just do a credit memo then adjust the items that were return by the CM. Does anyone have a better way to solve this issue? I need to create Credit Memo that show the stock items while not return them back to the system. The old system I used would ask me if I want to return item back to stock which was a nice feature, and I am surprise Acumatica don’t have s

We would like to be able to view Inventory Summary on the mobile app, is it possible for us to add that or does that have to be built in by Acumatica?

Hi,I've recalculated inventory from the beginning, but I'm noticing that some transactions are missing from the historical inventory transactions. Additionally, the balances are not matching the Inventory Register report. Has anyone encountered this issue before or have any suggestions on how to resolve it?Thanks.   

I believe this is a relatively simple question, but I do not want to assume. When using Inventory Planning > Processes > Generate Forecasts, does the calculation include historical data brought in from when Migration Mode was activated?

I have a client currently who does Vendor Pricing and they need to update sometimes over 100,000 records. I know this isn’t feasible with the Price Worksheets as they have a limitation. I am looking to see what others have done to get around the limitation in Acumatica. Obviously using the Vendor Prices is not ideal because it would take too long to update.  Thank you!

 Hi Acumatica Community! anyone know how to best handle this scenario? Item A is stored as a kitted item. But it's sold as component as Item B. When looking at on hand qty, is there a way to count Item A's inventory as part of Item B? 

I have a weird issue, I couldn’t find a known reported issue/fix for. 2023 R2Sales Order generated for 150 units at 10 units/case.We had 98 available in inventory.  The system allocated 98, we only shipped 90, due to ‘ship case quantity restrictions’, and canceled the shipment line for 8 units.More inventory became available, recently, system allocated 76 units.  Math says we should have expected 60 to complete the 150.  Total ordered is showing 166 on SOOrderLine. Everything looked fine in the Audit History.  We can track the order allocating all available inventory (known issue for us).  We followed our process to cancel the partial case.  SOOrderLine totals looked fine until inventory was allocated to the shipment this morning. We fixed the issue with this order, but I am trying to understand how this occurred so we can avoid delays/issues in the future.  If the second shipment allocated as 70 or 80, we could have overshipped a case without visibility until we got feedback from the

Has anyone seen this error before? We use the Acumatica Native solution for Ground Collect. I have some shipments that will release while others get this error. I cannot find where the issue lies on this one.  

Our Approval Map for PO Requisitions has been working well, until we wanted to wait until after bidding is complete.  Desired process is:Requisition Created Sent for Bidding Bidding Complete, Price Finalized, and Vendor selected Management ApprovalSo far we’ve been unable to delay triggering the approval to after bidding is complete.  We’ve tried several combinations of Steps and Rules, but it appears to want to go directly from On Hold to Pending Approval.Is there a way to accomplish the flow outlined above?Thanks very muchAndy

When we click CONFIRM SHIPMENT, we get the following error:Carrier Service returned error. USPS:The request could not be understood by the server due to malformed syntax. ProviderEndShipper address.name or address.company requiredCan anyone tell me what needs to be entered in Acumatica to avoid this error and allow confirming the shipment?Thanks,David

Hello, I’m looking for a way to make matrix items with only one variable. I have a product that comes in 4 colours, but doesn’t have any other variables. Is this doable? 

Hi All,since our business have some PO with dropship type we have to manually tick the freight line to complete (dropship freight is a non-stock item) to able to receipts the whole PO). is it possibility for the freight dropship to be auto-complete?

Hello Community, We are having an issue when attempting to confirm a shipment and receiving the following message:On the shipment, we are not trying to delete any items, simply clicking the “Confirm Shipment” button and receiving that error. The quantity lines are as follows:These are serialized items, and all have a serial selected so no unassigned quantities. No duplicate shipments were sitting out there, and the lines are all allocated correctly. The order itself shows the lines as open for shipment and every line is marked “back order allowed”. Has anyone seen this error before? 

Hello! We have a scenario where we define the Sales Prices in Non-Base Currency (USD) but require it to be converted to Base Currency (LKR) in some instances. Specifically, if the customer is USD the USD prices need to be loaded and if the customer is LKR, we have to convert the USD price to LKR on an agreed rate. There is an option to convert Base currency prices to a non-base but any possibility of other way around?Best Regards!

Is it possible to merge lots of inventory within Acumatica?

Hello,We have a blanket sales order.Multiple lines each with the same inventory ID.When we create child orders from the blanket, we need each line to be it’s own new SO sales order.Acumatica consolidates all lines into 1 new sales order of type SO. The only way we can see to keep Acumatica from consolidating all lines in 1 SO sales order is to use a different location on the BL line item.I cannot find a preference or setting that says “Do not consolidate” or anything like that.  And the only way we have found top prevent the consolidation is by using different locations on the line, which we do not want to do. Any thoughts or suggestions?

Is it possible to link a Sales order line item to multiple  Drop ship Purchase orders  

Hello! I want to create Purchase Orders by using “Mark for PO” function on the Sales Order form. But I do not need to create Purchase Orders for the full quantity mentioned in the line but a less quantity.  Is there any way of doing this? 

Hello,I see a couple posts that reference my issue but they are not clear, and the help is a bit murky too.  I’d like to get some community thoughts.  Here are the 2 threads that hit on my issue:  What I’m experiencing in 24R2: IF the posting class is supposed to be what drives the GL Accounts, the Order Type Posting Setting seems to override posting classes, essentially making the posting class not viable, because there is no way to “NOT” select a value for this drop down:  as an example, if I have the standard SO Order Type as ABOVE, this setting is set to use ‘posting class’ for sales account.If I create an SO add 2 linesA stock item that has a posting class that uses the “posting class” for sales (therefore the GL account is populated) it will derive the correct Sales Account.   See below - AACOMPUT01 A non-stock item that has a posting class that uses the “inventory item” for sales (therefore the GL Account on the posting class is NULL).   It will NOT place a sales account on the

Why the system would force a refresh on order type change. Order types are used for a classification. In this case, the order is already new and no information has been entered, so changing the Order type field itself does not need to create a brand new record because there has been no action taken on the existing record. 

Hi,Client have updated the Acumatica Non-stock Item master weights for some ittems (They are only doing the Drop-Shipping) and seeking a solution to update the weights in some documents (Ex: Sales Orders, etc) which are created before the weight update. Someone kindly advise in this regard.